About
A second opinion before you sign
Most teams choose a CRM after a few vendor demos and a sticker price. Onboarding fees, seat minimums and missing integrations show up later. We exist to bring them forward.
What we believe
- Start from how you sell. The right CRM follows your process and integrations, not a feature checklist.
- First-year cost, not sticker price. We count onboarding, seat minimums, add-ons and usage fees.
- Every option on the table. Our directory lists every CRM we track, whether or not the vendor pays us.
- Disclosure up front. If a vendor would pay a referral fee, you'll know before you sign. How we're paid.
Where we work
We're based in the Chicago area and advise businesses nationwide by video and phone. See our locations.
Talk through your CRM decision
A 30-minute consultation to review your process, shortlist and budget.